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Method of processing investment data and associated system

a technology of which is applied in the field of processing investment data and associated system, can solve the problems of difficult computation of financial credit or compensation due, and achieve the effect of convenient application of appropriate rules, rapid and accurate credit assignment, and convenient credit assignmen

Active Publication Date: 2006-03-23
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  • Application Information

AI Technical Summary

Benefits of technology

"The present invention provides a computerized method and system for receiving, processing, and storing investment data from multiple external sources in a desired format. The system includes a server with a database and rules engine to facilitate accurate credit assignment based on the investment data. The system also allows for simultaneous introduction of data from external sources and access by multiple users and a data steward. The technical effects of the invention include efficient and accurate processing of investment data and improved credit assignment."

Problems solved by technology

One of the problems that exists in connection with the processing of large volumes of investment transactions and holdings is the monitoring of customer activities and assets and accurate computation of the various segments of the investment community interacting on behalf of a given customer directly or indirectly in a given transaction thereby making the computation of the financial credit or compensation due difficult.

Method used

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  • Method of processing investment data and associated system
  • Method of processing investment data and associated system
  • Method of processing investment data and associated system

Examples

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Embodiment Construction

[0019] As employed herein, the term “data object” means an interchangeable software logic component usable with other data objects in a data object interface to perform essentially the same function in different ways.

[0020] As employed herein, “data interface object” means a functional interface for conversion of external investment data of different formats into a common format with each data object interface including at least two data objects. The data object interface may be composed of a group of data object interfaces.

[0021] As employed herein, the term “investments” shall expressly include, but not be limited to, mutual funds, common and preferred shares of stocks, whether listed on an exchange or not, high-yield corporate bonds and high-grade corporate bonds, municipal bonds, United States Treasury bills, notes and bonds, mortgage-related investments and short-term securities such as commercial paper, bankers acceptances, re-purchase agreements and supporting currencies.

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Abstract

A computerized method for processing investment data includes providing a server supporting a database for receiving, processing and storing investment data; providing a rules engine for processing rules data employing rules relating to credit assignment; introducing into the server investment data from a plurality of external sources, processing the rules data by the rules engine and permitting user access to the processed and stored investment data. Information regarding customer investments, client information and investment transaction information is provided in the server. A corresponding system is disclosed.

Description

BACKGROUND OF THE INVENTION [0001] 1. Field of the Invention [0002] The present invention relates to an improved method and associated computerized system for providing efficient processing of investment data including transactional data and holdings and more specifically, it relates to such a method and a related system which will facilitate determination of credit assignment for compensation and other purposes and will provide detailed information regarding investment transactions, customers and clients. [0003] 2. Description of the Prior Art [0004] It has long been known to employ computers to receive data, process the same within a computer and store the same for retrieval from a database. [0005] In the field of investments, the very high volume of investment transactions and wide range of determinations that need to be made and records provided have led to the recognition that a computerized system for receipt, processing, storing and outputting various types of investment data...

Claims

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Application Information

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Patent Type & Authority Applications(United States)
IPC IPC(8): G06Q40/00
CPCG06Q40/02G06Q40/04G06Q40/025G06F16/951G06F16/986G06Q40/06G06Q40/03H04L63/20
Inventor PETROV, ALEXANDER SERGE
Owner ACCESS DATA
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